Sales differentiation among NEV companies intensified in April: Cyrus surged 700% year on year, Tesla fell month-on-month
① Geely and Changan both showed significant year-on-year growth. The former had a year-on-year increase of 76.3%, and the latter doubled; ② Cyrus had a particularly significant year-on-year increase of 725.7%; ③ Tesla's retail sales volume in April was 31,421 vehicles, down 21.4% year on year, down 21.4% year on month; ④ The most obvious year-on-year decline was GAC Aian, which fell 36.3% year on year to 26,109 vehicles.
Price increases combined with negotiations broke down, and European shipping continued to reach record highs! Hong Kong A shipping stocks have surged one after another
Various futures contracts soared.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Chongqing Changan Automobile: Voluntary Information Disclosure Notice on April 2024 Production and Sales Report
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Demand for memory chips may remain strong in the second half of the year, and manufacturers are expected to face a double hit in performance and valuation
① Samsung Electronics expects strong demand for server memory chips and steady demand for mobile and PC memory chips in the second half of the year. ② Gao Yuyang of Shanxi Securities said that the upward trend in prices is clear, and storage has entered a new upward cycle. In the future, as operating profit margins improve due to continued price increases in storage prices, storage manufacturers are expected to experience a double blow from Davis in performance and valuation, and there is plenty of room for a rebound in the industry.